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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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How can we improve Redtail Technology's CRM?

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227 results found

  1. link activity template automatically with note template

    When using a Note template, we can select Create Follow-Up Activity so it will automatically initiate a new activity, but if we could predetermine the activity template that would be best.

    For instance selecting a note template for RegBI Conversation - it would be great to allow me to open the RegBI Tracking Activity we have set up in the tracker.

    10 votes
    0 comments  ·  Activities  ·  Admin →
    How important is this to you?

  2. Can we have an activities filter for Last Week and Next 7 days and/or Last Week and Next 12 months?

    Can we have an activities filter for Last Week and Next 7 days and/or Last Week and Next 12 months?

    7 votes
    0 comments  ·  Activities  ·  Admin →
    How important is this to you?

  3. Activity pop up permission/privacy option

    Can you add permission/privacy options on the pop for activity? Same way we have it on the pop up for new note?

    15 votes
    1 comment  ·  Activities  ·  Admin →
    How important is this to you?

  4. email reminders on tasks that go uncompleted or possibly overlooked

    would like a feature that will remind admin and advisors via email of tasks that go uncompleted or possibly overlooked.

    13 votes
    1 comment  ·  Activities  ·  Admin →
    How important is this to you?

  5. Let us set a default for the "Things to do Today" block. I would love to set it to show my past due, today, and upcoming as default.

    Let us set a default for the "Things to do Today" block. I would love to set it to show my past due, today, and upcoming as default.
    Example of an incident that occurred...I knew when I left yesterday that I had no outstanding activities. This morning I didn't check my past due. An advisor had tagged me in an activity yesterday that I was unaware of.

    30 votes
    1 comment  ·  Activities  ·  Admin →
    How important is this to you?

  6. add privacy option to activity templates

    add privacy option to activity templates

    13 votes
    0 comments  ·  Activities  ·  Admin →
    How important is this to you?

  7. Link ALL accounts to an activity with one click

    In some cases, such as portfolio reviews, ALL accounts for a client family are involved. It is very cumbersome (and time consuming) to have to click each individual account to link them to an activity. It would be very nice if you could add a "LINK ALL ACCOUNTS" button to the activity link page. Thank you for your consideration!

    27 votes
    1 comment  ·  Activities  ·  Admin →
    How important is this to you?

  8. Automatically SAVE INPUT and do it WITHOUT CLOSING the activity or note or whatever is beingupdated.

    According to this forum, this suggestion (posted in 2016, 2017, 2018) was completed. Funny, since it's our biggest daily problem. We lose data so often that we have to keep a word doc open in the background during the day to enter notes and then find the time to cut and paste to Redtail. Counterproductive? You bet. Keeping notes for our client records is the main reason we purchased RedTail and it's proving less reliable than Outlook Notes. Finding the time at the end of each day to cut and paste into RedTail is ... difficult. so many words came…

    34 votes
    2 comments  ·  Activities  ·  Admin →
    How important is this to you?

  9. recurring activities

    Just recently Redtail "updated" our RECURRING INTERVALS in ACTIVITIES and took away our choice of recurring on SELECTED weekdays only and our choice of weeks within the month - on anything other than MONTHLY. Example: Every Year on the First Monday of January - or- Every 6 Months on the Third Wednesday - CAN NO LONGER BE A CHOICE. The ability to LEAVE OUT the weekends if we choose should be our choice. BTW - CUSTOM does not have this option either ON MONTHLY OR ANNUALLY. Redtail has always been about customizing for each office and this takes away that…

    66 votes
    1 comment  ·  Activities  ·  Admin →
    How important is this to you?

  10. auto save

    Please autosave anytime the window is closed for any reason, even if going to another task or to client record or.... Please autosave after each line is completed. Please autosave all the time. It is so frustrating to loose work and have to do it over and over, when you are in a busy environment and constantly being pulled to do other things only to find what you just entered into Redtail is gone.

    27 votes
    0 comments  ·  Activities  ·  Admin →
    How important is this to you?

  11. Outlook email to Redtail integration for adding tasks

    It would be really nice to have an Outlook to Redtail integration that would allow us to create tasks/activities/notes in Outlook, from emails, and add them to Redtail contact records.

    31 votes
    0 comments  ·  Activities  ·  Admin →
    How important is this to you?

  12. Lock Open Activities from Editing

    We would like to see an ability for "lock editing" on activities so that only the person who created the activity can make changes. All users and attendees can view, but only the creator (or designated user (s)) can edit.

    18 votes
    1 comment  ·  Activities  ·  Admin →
    How important is this to you?

  13. To do list

    Please create a task lists that more of a running list like a to do list. I have to go to Notion or other app to see my things to do for the day. I dont want it in my calendar or part of a workflow. Thanks

    56 votes
    9 comments  ·  Activities  ·  Admin →
    How important is this to you?

  14. rollover

    Automatically set a task to rollover within the task or template) to the next business day if not completed

    38 votes
    1 comment  ·  Activities  ·  Admin →
    How important is this to you?

  15. Make Past Due & next 30 days... More than 30 days.

    Why would the main screen only show the next 30 days? We are planning/ scheduling things out all year and have to click on the activites tab all of the time. What is the point to limit this to 30 days? Why can't it show past due and activities 365 days forward? Or at least the option to extend that on the clients home page.

    I see that this was completed in 2017, but don't see it on my system

    31 votes
    1 comment  ·  Activities  ·  Admin →
    How important is this to you?

  16. Color code tasks from the Dashboard, not just the Calendar

    I would like to be able to see a color code based on my own input on the dashboard for my activities that day. (not just on the calendar)
    For example: if I have multiple trade sheets to process, I can make them all one color, easy to find and complete at the same time.
    Another example is tasks for calling clients, so those types of tasks are easy to find and do together after I have color coded them.

    5 votes
    0 comments  ·  Activities  ·  Admin →
    How important is this to you?

  17. Strikethrough option

    Please add a strikethrough font option for the description part of activities and tasks

    22 votes
    1 comment  ·  Activities  ·  Admin →
    How important is this to you?

  18. add checkboxes to activity description and other workflows etc.

    23 votes
    1 comment  ·  Activities  ·  Admin →
    How important is this to you?

  19. Add a time stamp to activities

    Add a time stamp at the end of every documentation or update on activities. When I previously worked with Junxure, they had a CTRL + J feature that would time stamp with initials of who wrote it.

    74 votes
    7 comments  ·  Activities  ·  Admin →
    How important is this to you?

  20. Be able to link Workflow to Activity Templates so you can attach pending documents and tasks for group

    Link Workflow to Activity Templates so that you can see the task for the group, along with notifications and attaching supporting documents in workflow.

    24 votes
    0 comments  ·  Activities  ·  Admin →
    How important is this to you?
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